AI Ramblings: Episode 49

NEWS DISCUSSION OF THE WEEK:

1. OpenAI’s pre-IPO, ‘TechBro’ TBPN podcast ‘Side-Quest’

   1. OpenAI: https://openai.com/index/openai-acquires-tbpn/

   2. AI-RTZ #1037,

AI: Reset to Zero

AI: OpenAI trims AI Applications down to ‘AGI’ basics. RTZ #1037

OpenAI founder/CEO Sam Altman is choosing to do more with less…

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11 days ago · 7 likes · Michael Parekh

2. Microsoft stirs up Copilot AI features & management

   1. CNBC: https://www.cnbc.com/2026/03/17/microsoft-copilot-ai-suleyman.html

   2. AI-RTZ #1043:

AI: Reset to Zero

AI: Microsoft doubles up on LLM AI bundling. RTZ #1043

Two don’t always come for the price of one…

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5 days ago · 8 likes · Michael Parekh

3. US Crunch on AI Tokens & Energy vs China

   1. Michael Parekh on Stocktwits TV:

3. 1. AI-RTZ Weekly Link

   2. AI-RTZ #1041: AI Tokens

AI: Reset to Zero

AI: Add AI Tokens to US vs China AI metrics race. RTZ #1041

I recently discussed the increasing importance of measuring AI usage at scale around the world in terms of “AI intelligence Tokens” in this AI Tech Wave going forward…

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7 days ago · 5 likes · Michael Parekh

3. 1. AI-RTZ #1042: AI Energy

AI: Reset to Zero

AI: Update on ‘monster’ US AI Energy & Power needs. RTZ #1042

That Energy and Power are the critical bottleneck in this AI Tech Wave to build hundreds of billion dollars worth of AI Data Centers in the US, is now a well-understood reality. Including the skilled workers to do it all…

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6 days ago · 11 likes · 1 comment · Michael Parekh

3. 1. AI-RTZ #1045, AI Crunch on both:

AI: Reset to Zero

AI: The supply crunch frustrations of getting more AI for less. RTZ #1045

History does repeat and/or rhyme as they say. Especially as tech waves and booms really get going. The 1990s saw an acute shortage of Internet dial-up modem network capacity for America Online (AOL), Microsoft Network (MSN) and others. As millions of eager mainstream folk tried to get online daily to check their email and messages…

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3 days ago · 13 likes · Michael Parekh

MAIN TOPICS: Force-feeding Mega AI IPOs SpaceX/OpenAI/Anthropic into Passive Index Funds

1. AI-RTZ #1944:

AI: Reset to Zero

AI: Three mega-AI IPOs being expedited into Passive Indices. RTZ #1044

Active and passive investors are soon going to have some weighty decisions to make, sooner than normaly later…

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4 days ago · 8 likes · Michael Parekh

1. My take on Stocktwits TV:

WATCH/READ OF THE WEEK:

1. Apple in China 2025 book by Patrick McGee

   1. Amazon: https://a.co/d/05GJieWp

   2. NYTimes review: https://www.nytimes.com/2025/05/15/books/review/apple-in-china-patrick-mcgee.html

   3. FT Flavor: https://www.ft.com/content/080062ff-e555-4e88-860c-a693b2148259?syn-25a6b1a6=1

OBSESSION OF THE WEEK:

1. Apple turned 50!!

   1. FT: https://www.ft.com/content/080062ff-e555-4e88-860c-a693b2148259?syn-25a6b1a6=1

   2. The Verge, “Everything is iPhone” https://www.theverge.com/tech/905398/apple-iphone-anniversary-jobs-release

   3. The Verge ranking of Apple’s top 50 iconic products: https://www.theverge.com/cs/tech/900477/apple-50-anniversary-rank-products

   4. Steve Jobs’ pivotal introduction of the iPhone:

1. 1. AI-RTZ #1040, Apple’s AI Strategy ahead;

AI: Reset to Zero

AI: Apple 3rd-party AI distribution strategy takes shape. RTZ #1040

Bigger Picture, Sunday, March 29, 2026…

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8 days ago · 9 likes · Michael Parekh